Can we generate quotations with 2 different companies logos and details?
Hello Sir,
The topic is covered in our CRM playlist here: https://www.youtube.com/watch?v=TLBJEaNnn_I&list=PLTkLDzjTn8NNrV-hflpd8IIUogS5NSfTC&index=9.
You can find Sangam Courses on the left side of the forum, which includes training videos about our features.
I hope you find this information helpful!
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Yes, Sir, it’s Possible Using Branch Management Features.
Please Describe your question in More Details.
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We have 2 firms, both have different logos and addresses but the database is the same in CRM. So how can we generate quotation of 2 different firms?
Yes, Sir, it’s Possible Using Branch Management Features.
Please Describe your question in More Details.
Just Enable Branch Field From PDF (Quotation) Setting, set Branch field from Admin - Studio - Quotation Module in Edit and Details view. - Save it
then Again go to - Admin - PDF Setting - Select Branch adn Set Header and Footer. - Save it
Thank you sir for sharing such information. but still unable to generate quotation in different firms.
There is no option to add/edit/delete 2 different company details with logo and address etc.
Thank you sir for sharing link, but still unable to generate quotation in different firms.
Hello Sir,
Quotation Configuration Steps
- Go to Quotation Configuration >> Number Format.
- Enable the Branch option and Reset Branch Wise.
This setup allows you to choose the branch for PDF settings. You can also add details for two companies in Company Details.
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Thank You Madam
Problem resolved.
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